The Tax Production Specialist is responsible for the 1040/1041 scanning and autoflow processes. This position works closely with the St Louis Tax Scheduling Coordinator to assist with scheduling and monitoring of productivity of St Louis tax team members. The position deals with coordinating work schedules, resolution of scheduling conflicts, coordination of work with other office locations and special reports. Reporting to the Director of Tax Operations, this role will also provide direct administrative support to the Tax Technology Information Analyst, St Louis tax department leadership and the Tax Production team on a limited, as needed basis.

Major Responsibilities

* Scanning and autoflow of original client documents for 1040s and 1041s

* Troubleshoot errors and issues with scan/autoflow software and hardware

* Oversee the scanning/autoflow process and flow on a daily basis. Identifies areas in need of additional support and coordinates with the Director of Tax Operations to deploy or redirect resources as needed to assist with tasks

* Maintain instructions for scanning/autoflow procedures for all offices

* Supervise and train seasonal team members on the scanning and autoflow processes

* Works directly with and meets regularly (via videoconference) with a team of peers to run consistent application of the scanning/autoflow function of the firm and share resources across offices. This team of peers includes the tax production team members in St Louis, Kansas City, Denver, Las Vegas, Chicago and Nashville (and future offices).

* Schedule team members to client engagements and special projects

* Works directly with St Louis Tax Scheduling Coordinator

* Generates and distributes weekly staffing/scheduling reports from Practice Management, ProStaff and Workstream for all offices

* Coordinate with scheduling coordinators in other offices to move work as needed

* Coordinate and conduct scheduling meetings

* Participate in weekly scheduling calls with office scheduling coordinators during tax season

* Coordinate schedules of tax interns and any seasonal professional staff team members

* Maintain frequent communication with staff to have most current scheduling information

* The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)